"We think interest rates will continue to press higher." says Robertino Coury of The Coury Firm. He says you have to take six times more risk to equal an 8% return compared to twenty years ago. They are staying short-term in duration. They also like multi-family real estate. They are concerned about a potential change in the capital gains tax rate. He adds consumer staples and utility stocks are a great place for income and a defensive equity play.